Tenzing Global Management, LLC Portfolio Holdings by Sector

Tenzing Global Management, LLC

$148 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Telecom Services \| Communication Services GOGO 1 stocks	$32,663 22.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology NTGR VSAT 2 stocks	$18,902 12.77% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$11,890 8.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology YEXT 1 stocks	$10,837 7.32% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM 1 stocks	$10,789 7.29% of portfolio	1	-	1	-	0 Calls 1 Puts
Auto Parts \| Consumer Cyclical FOXF 1 stocks	$9,079 6.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical URBN 1 stocks	$8,342 5.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$7,699 5.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$7,024 4.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$6,407 4.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$5,535 3.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$5,459 3.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical TXRH 1 stocks	$4,216 2.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HLF 1 stocks	$3,663 2.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology ENPH 1 stocks	$3,469 2.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology APPS 1 stocks	$2,065 1.39% of portfolio	-	-	-	-	0 Calls 0 Puts

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